Institutional Ownership Lloyds Banking Group PLC (LYG)
This table provides information about the institutional ownership of Lloyds Banking Group PLC (LYG). We have compiled data on the 453 institutions that hold shares in the stock, with a total of 374 Million shares, which have been reported (via 13F filing form) to have a value of $1.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
24,665
shares
|
$67,088
0.01% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
24,641
shares
|
$67,023
0.07% of portfolio
|
Q3 2024
Reduced 10.69%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2024 Q3 2024 |
24,600
shares
|
$66,912
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
24,503
shares
|
$66,648
0.02% of portfolio
|
Q1 2023
Added 23.6%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
24,372
shares
|
$66,291
0.0% of portfolio
|
Q3 2024
Added 52.98%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
24,175
shares
|
$65,756
0.02% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 15, 2024 Q3 2024 |
24,151
shares
|
$65,690
0.05% of portfolio
|
Q3 2024
Added 12.12%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
23,975
shares
|
$65,212
0.03% of portfolio
|
Q3 2024
Added 12.66%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
23,311
shares
|
$63,405
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
23,095
shares
|
$62,818
0.01% of portfolio
|
Q3 2024
Added 50.43%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
23,083
shares
|
$62,785
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
22,794
shares
|
$61,999
0.01% of portfolio
|
Q3 2024
Reduced 9.23%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
22,784
shares
|
$61,972
0.0% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
22,620
shares
|
$61,526
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
22,534
shares
|
$61,292
0.0% of portfolio
|
Q3 2024
Reduced 15.13%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
22,465
shares
|
$61,104
0.03% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
22,206
shares
|
$60,400
0.02% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
22,001
shares
|
$59,842
0.0% of portfolio
|
Q4 2022
Added 37.5%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
21,991
shares
|
$59,815
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
21,859
shares
|
$59,456
0.0% of portfolio
|
Q3 2024
Reduced 13.73%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
21,601
shares
|
$58,754
0.01% of portfolio
|
Q1 2024
Reduced 25.53%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
21,282
shares
|
$57,887
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
21,233
shares
|
$57,753
0.0% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 04, 2024 Q3 2024 |
21,055
shares
|
$57,269
0.04% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
20,775
shares
|
$56,508
0.0% of portfolio
|
Q4 2023
Added 9.04%
|